A complete list of active advisors currently associated with Bluefin Investment Management, LLC

Warmer can help you find a great advisor at Bluefin Investment Management, LLC or one who fits your needs even better.

Bluefin Investment Management primarily provides discretionary portfolio management for pooled vehicles and institutional assets, and its brochure also notes work with high‑net‑worth individuals — a client type that is uncommon among managers in this category. Services are the investment management and related advisory functions typical for an investment manager. The firm's investment programs are overseen directly by its sole investment professional, who the brochure lists as having a B.S. in Finance and an MBA and who provides all asset management supervision. With one advisor and roughly $500,000 in assets under management, client relationships are managed on a direct, advisor‑driven basis rather than through a larger team structure. The brochure discloses no disciplinary history and no outside business activities, and supervision is centralized with the single principal, which is indicative of a compact compliance and oversight model. Compared with peers, the combination of a very small asset base, an institutional/pooled mandate alongside uncommon high‑net‑worth client work, and sole‑advisor oversight is a distinctive operational profile.

To learn more about the advisors currently working at Bluefin Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.